Institutional Ownership is one very important way to analyze how a stock will perform in the future. Here's a good article weighing the pros and cons of institutional ownership.
The table below is a summary of the mean, median and true PPS (Price Per Share) the institutions have paid in the current and last quarter. Most institutes hedge their bets both ways to protect the investment. The do so by buying puts and calls for a stock as well, apart from stock ownership.
| Quarter | Institute Count | Mean PPS | Median PPS | True Value PPS |
|---|---|---|---|---|
| Current Quarter | 424 | 62.00 | 63.20 | 63.03 |
| Previous Quarter | 458 | 63.00 | 63.20 | 63.18 |
The table below is summary data with links to individual listing tables below to indicate if new institutes bought in, sold out, averaged down, averaged up etc. This is a critical piece of data to analyze what the money flow is in quarter and past week.
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
|---|---|---|---|---|---|---|
| Current Quarter | 5 | 189 | 29 | 2 | 9 | 15 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 3 | 4 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 0 | 0 | 1 | 0 | 0 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 1 | 4 | 9 | 0 | 1 | 7 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Past Week | 0 | 0 | 0 | 0 | 0 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Past Week | 0 | 0 | 0 | 0 | 0 | 0 |
BlackRock and Vanguard are the two largest institutional investors in the world. The table below is an indicator of how much of the company stock they own.
| BlackRock | Vanguard | |||||
|---|---|---|---|---|---|---|
| Quarter | Shares | % Ownership | PPS | Shares | % Ownership | PPS |
| Current Quarter | 63,784 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
| Previous Quarter | 63,784 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| Morgan Stanley | 7,015,978 | 63.20 |
| Goldman Sachs Group Inc | 4,585,102 | 63.20 |
| Bank Of America Corp /de/ | 1,850,511 | 63.20 |
| Price T Rowe Associates Inc /md/ | 1,523,425 | 63.20 |
| Citigroup Inc | 1,017,926 | 63.20 |
| Twin Tree Management, LP | 966,000 | 63.20 |
| Apollo Management Holdings, L.P. | 850,000 | 63.20 |
| PRAFX - T. Rowe Price Real Assets Fund, Inc. | 784,260 | 63.20 |
| Bnp Paribas Arbitrage, Sa | 744,208 | 63.20 |
| Susquehanna International Group, Llp | 718,200 | 63.20 |
| SECT - Main Sector Rotation ETF | 631,800 | 74.44 |
| Healthcare Of Ontario Pension Plan Trust Fund | 615,000 | 63.20 |
| Nomura Holdings Inc | 573,600 | 63.70 |
| Millennium Management Llc | 519,660 | 63.20 |
| UBS Group AG | 439,891 | 63.20 |
| Jpmorgan Chase & Co | 396,602 | 63.20 |
| Jane Street Group, Llc | 382,100 | 63.20 |
| Susquehanna International Group, Llp | 377,100 | 63.20 |
| Citadel Advisors Llc | 372,800 | 63.20 |
| Symmetry Investments LP | 360,000 | 63.20 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Morgan Stanley | 7,015,978 | 63.20 |
| Goldman Sachs Group Inc | 4,585,102 | 63.20 |
| Bank Of America Corp /de/ | 1,850,511 | 63.20 |
| Price T Rowe Associates Inc /md/ | 1,523,425 | 63.20 |
| Citigroup Inc | 1,017,926 | 63.20 |
| Twin Tree Management, LP | 966,000 | 63.20 |
| Apollo Management Holdings, L.P. | 850,000 | 63.20 |
| PRAFX - T. Rowe Price Real Assets Fund, Inc. | 784,260 | 63.20 |
| Bnp Paribas Arbitrage, Sa | 744,208 | 63.20 |
| Susquehanna International Group, Llp | 718,200 | 63.20 |
| SECT - Main Sector Rotation ETF | 631,800 | 74.44 |
| Healthcare Of Ontario Pension Plan Trust Fund | 615,000 | 63.20 |
| Nomura Holdings Inc | 573,600 | 63.70 |
| Millennium Management Llc | 519,660 | 63.20 |
| UBS Group AG | 439,891 | 63.20 |
| Jpmorgan Chase & Co | 396,602 | 63.20 |
| Jane Street Group, Llc | 382,100 | 63.20 |
| Susquehanna International Group, Llp | 377,100 | 63.20 |
| Citadel Advisors Llc | 372,800 | 63.20 |
| Symmetry Investments LP | 360,000 | 63.20 |
| Name | Shares | PPS |
|---|---|---|
| North Star Investment Management Corp. | 27,475 | 54.70 |
| Zhang Financial LLC | 11,030 | 54.67 |
| Wolf Group Capital Advisors | 10,205 | 54.68 |
| ACG Wealth | 1,300 | 54.62 |
| Independence Bank of Kentucky | 160 | 56.25 |
| Name | Shares | PPS |
|---|---|---|
| Twin Tree Management, LP | 966,000 | 63.20 |
| Cutler Group LP | 93,200 | 0.34 |
| MFLDX - Marketfield Fund - Class I | 60,327 | 85.78 |
| PEAK6 Investments LLC | 53,000 | 63.21 |
| Confluence Investment Management Llc | 52,677 | 63.20 |
| FOCUS Wealth Advisors, LLC | 47,367 | 63.21 |
| Balyasny Asset Management Llc | 45,000 | 63.20 |
| Foresight Capital Management Advisors, Inc. | 27,852 | 63.19 |
| HOTFX - FundX Aggressive Upgrader Fund | 27,500 | 71.75 |
| Walleye Trading LLC | 19,900 | 63.22 |
| Moors & Cabot, Inc. | 10,000 | 1.00 |
| Great Valley Advisor Group, Inc. | 8,209 | 63.22 |
| Credit Suisse Ag/ | 7,211 | 63.24 |
| Occidental Asset Management, LLC | 6,992 | 63.22 |
| Greylin Investment Mangement Inc | 6,433 | 63.27 |
| Harbor Financial Services, Llc | 5,480 | 71.72 |
| Camelot Portfolios, LLC | 4,158 | 63.25 |
| Crescent Grove Advisors, LLC | 3,236 | 63.35 |
| Psagot Investment House Ltd. | 3,220 | 71.74 |
| Ameritas Investment Corp | 3,123 | |
| Money Concepts Capital Corp | 1,906 | 62.96 |
| Canton Hathaway, LLC | 1,019 | 62.81 |
| Koshinski Asset Management, Inc. | 342 | 64.33 |
| Gemmer Asset Management LLC | 150 | 60.00 |
| Geneos Wealth Management Inc. | 144 | 62.50 |
| Wealth Quarterback LLC | 111 | |
| Carroll Financial Associates, Inc. | 50 | 80.00 |
| FNY Investment Advisers, LLC | 25 | 40.00 |
| AdvisorNet Financial, Inc | 16 | 62.50 |
| Atom Investors LP | ||
| Signaturefd, Llc | ||
| Good Life Advisors, LLC | ||
| IFP Advisors, Inc | ||
| Wealthspire Advisors, LLC | ||
| BlueCrest Capital Management Ltd | ||
| Friedenthal Financial | ||
| Sterling Manor Financial, LLC | ||
| OTTRX - Otter Creek Long/Short Opportunity Fund Institutional Class | ||
| Mainstay Capital Management Llc /adv | ||
| Scotia Capital Inc. | ||
| Brendel Financial Advisors LLC | ||
| Jefferies Group LLC | ||
| Harvest Volatility Management Llc | ||
| Wealthsource Partners, Llc | ||
| Weiss Multi-Strategy Advisers LLC | ||
| Sovereign Financial Group, Inc. | ||
| Capital Management Associates /ny/ | ||
| Bayesian Capital Management, LP | ||
| Crestline Management, LP | ||
| Q3 Asset Management | ||
| Ameritas Advisory Services, LLC | ||
| Wellington Management Group Llp | ||
| Maven Securities LTD | ||
| Granger Management LLC | ||
| Sowell Financial Services LLC | ||
| Southern Farm Bureau Life Insurance | ||
| Renaissance Technologies Llc | ||
| D. E. Shaw & Co., Inc. | ||
| Optiver Holding B.V. | ||
| Emerald Investment Partners, Llc | ||
| Peterson Wealth Management | ||
| Fifth Third Securities, Inc. | ||
| Snowden Capital Advisors LLC | ||
| Element Pointe Advisors, Llc | ||
| Cetera Investment Advisers | ||
| Financial Management Professionals, Inc. | ||
| Equitable Holdings, Inc. | ||
| CX Institutional | ||
| SG Americas Securities, LLC | ||
| Stephens Inc /ar/ | ||
| Mercer Global Advisors Inc /adv | ||
| First Horizon Advisors, Inc. | ||
| Confluence Wealth Services, Inc. | ||
| Atria Investments Llc | ||
| PointState Capital LP | ||
| Red Door Wealth Management, LLC | ||
| Horizon Family Wealth, Inc. | ||
| RQEAX - RESQ Dynamic Allocation Fund RESQ Dynamic Allocation Class A Shares | ||
| CMC Financial Group | ||
| Lido Advisors, LLC | ||
| Northwood Liquid Management Lp | ||
| Mirador Capital Partners LP | ||
| Lowery Thomas, Llc | ||
| Wealth Enhancement & Preservation of GA, LLC | ||
| BRYN MAWR TRUST Co | ||
| Orion Portfolio Solutions, LLC | ||
| Proficio Capital Partners LLC | ||
| First Command Bank | ||
| United Capital Financial Advisers, Llc | ||
| Community Bank, N.A. | ||
| Man Group plc | ||
| Cornerstone Advisory, LLC | ||
| Arkadios Wealth Advisors | ||
| GWM Advisors LLC | ||
| Penserra Capital Management LLC | ||
| Seacrest Wealth Management, Llc | ||
| SPC Financial, Inc. | ||
| Brown Advisory Inc | ||
| Canada Pension Plan Investment Board | ||
| Secure Asset Management, LLC | ||
| Total Clarity Wealth Management, Inc. | ||
| StrategIQ Financial Group, LLC | ||
| Barometer Capital Management Inc. | ||
| Level Four Advisory Services, Llc | ||
| Castleview Partners, Llc | ||
| Vestmark Advisory Solutions, Inc. | ||
| Edgestream Partners, L.P. | ||
| South Shore Capital Advisors | ||
| Braun-Bostich & Associates Inc. | ||
| Ironwood Financial, llc | ||
| Nations Financial Group Inc, /ia/ /adv | ||
| Bivin & Associates, Inc. | ||
| Whittier Trust Co | ||
| Fulcrum Equity Management | ||
| Vista Finance, Llc | ||
| Bruderman Asset Management, LLC | ||
| Gerber Kawasaki Wealth & Investment Management | ||
| Belpointe Asset Management LLC | ||
| Western Wealth Management, LLC | ||
| HBW Advisory Services LLC | ||
| Nomura Asset Management Co Ltd | ||
| Well Done, LLC | ||
| Spectrum Management Group, LLC | ||
| Teamwork Financial Advisors, LLC | ||
| Lebenthal Global Advisors, LLC | ||
| Marketfield Asset Management LLC | ||
| Empowered Funds, LLC | ||
| TAP Consulting, LLC | ||
| Pettinga Financial Advisors, LLC | ||
| Ford Financial Group, LLC | ||
| Intrua Financial, LLC | ||
| Tudor Investment Corp Et Al | ||
| VisionPoint Advisory Group, LLC | ||
| Affinity Wealth Management Llc | ||
| Harel Insurance Investments & Financial Services Ltd. | ||
| Vanguard Capital Wealth Advisors | ||
| Lincoln National Corp | ||
| First Command Financial Services, Inc. | ||
| Alerus Financial Na | ||
| Rothschild Capital Partners, LLC | ||
| Financial Services Advisory Inc | ||
| Quattro Financial Advisors Llc | ||
| Ibex Wealth Advisors | ||
| Lakeview Capital Partners, LLC | ||
| Gladstone Institutional Advisory LLC | ||
| Eqis Capital Management, Inc. | ||
| StoneX Group Inc. | ||
| Wolverine Trading, Llc | ||
| Crabel Capital Management, LLC | ||
| AMJ Financial Wealth Management | ||
| Wolverine Trading, Llc | ||
| Two Sigma Securities, Llc | ||
| Lindenwold Advisors | ||
| Merriman Wealth Management, LLC | ||
| CoreCap Advisors, LLC | ||
| Capital Asset Advisory Services LLC | ||
| WASHINGTON TRUST Co | ||
| High Falls Advisors, Inc | ||
| Two Sigma Securities, Llc | ||
| Banque Pictet & Cie Sa | ||
| Theory Financial Llc | ||
| Pinnacle Wealth Management Advisory Group, LLC | ||
| Retirement Planning Co of New England, Inc. | ||
| Nottingham Advisors, Inc. | ||
| CIBC World Markets Inc. | ||
| FundX Investment Group, LLC | ||
| Flagship Harbor Advisors, Llc | ||
| Eaton Vance Management | ||
| Brigade Capital Management, Lp | ||
| Sofos Investments, Inc. | ||
| Private Advisory Group LLC | ||
| CastleArk Alternatives, LLC | ||
| Main Management ETF Advisors, LLC | ||
| Beacon Harbor Wealth Advisors, Inc. | ||
| Mirae Asset Global Investments Co., Ltd. | ||
| Keel Point, LLC | ||
| Coldstream Capital Management Inc | ||
| Hrt Financial Lp | ||
| Asset Management Corp /il/ /adv | ||
| Accel Wealth Management | ||
| Insight Advisors, LLC/ PA | ||
| Sfmg, Llc | ||
| Centaurus Financial, Inc. | ||
| Clark Capital Management Group, Inc. | ||
| Marks Wealth, LLC | ||
| SOL Capital Management CO | ||
| Edmond De Rothschild Holding S.a. | ||
| Global Endowment Management, LP | ||
| IPG Investment Advisors LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Fusion Capital, LLC | 72,732 | 54.71 | 72,803 | 63.20 |
| Providence First Trust Co | 50,556 | 54.71 | 53,572 | 63.20 |
| SAM Advisors, LLC | 47,864 | 55.03 | 46,705 | 63.21 |
| KFA Private Wealth Group, LLC | 40,166 | 54.70 | 38,152 | 63.19 |
| Commonwealth Equity Services, Llc | 30,307 | 54.71 | 44,409 | 63.19 |
| Brookstone Capital Management | 29,498 | 58.38 | 26,740 | 61.78 |
| Loveless Wealth Management LLC | 23,303 | 54.71 | 27,138 | 63.20 |
| Cambridge Investment Research Advisors, Inc. | 20,482 | 54.73 | 18,158 | 63.22 |
| Truist Financial Corp | 19,668 | 54.71 | 26,303 | 63.19 |
| Toth Financial Advisory Corp | 19,470 | 54.70 | 31,408 | 63.20 |
| Institute for Wealth Management, LLC. | 18,287 | 54.74 | 17,994 | 63.19 |
| Clarus Wealth Advisors | 18,042 | 58.09 | 16,297 | 61.79 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 | 10,192 | 61.32 | 11,684 | 74.46 |
| Private Advisor Group, LLC | 8,131 | 54.73 | 32,096 | 63.19 |
| Rothschild Investment Corp /il | 8,000 | 54.75 | 8,000 | 63.25 |
| Wedbush Securities Inc | 5,402 | 54.79 | 7,300 | 63.15 |
| Stratos Wealth Partners, LTD. | 4,619 | 54.77 | 6,143 | 63.16 |
| Kaizen Financial Strategies | 4,544 | 54.80 | 8,813 | 63.20 |
| PFG Advisors | 4,338 | 54.63 | 5,695 | 63.21 |
| Umb Bank N A/mo | 2,825 | 54.87 | 2,825 | 63.36 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| E&G Advisors, LP | 4,000 | 54.75 | 0 | |
| Lehman & Derafelo Financial Resources LLC | 269 | 55.76 | 0 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| Atom Investors LP | 0 |
| CenterStar Asset Management, LLC | 0 |
| Brigade Capital Management, Lp | 0 |
| Name | Previous Calls |
|---|---|
| FNY Investment Advisers, LLC | 25 |
| Coldstream Capital Management Inc | 0 |
| Wolverine Trading, Llc | 0 |
| Two Sigma Securities, Llc | 0 |
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|
| Name |
|---|
| WEIZX - Weiss Alternative Balanced Risk Fund Investor Class |
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Wolf Group Capital Advisors | 10,205 | 54.68 |
| Name | Shares | PPS |
|---|---|---|
| Canton Hathaway, LLC | 1,019 | 62.81 |
| Gemmer Asset Management LLC | 150 | 60.00 |
| Crescent Grove Advisors, LLC | 3,236 | 63.35 |
| Geneos Wealth Management Inc. | 144 | 62.50 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Providence First Trust Co | 50,556 | 54.71 | 53,572 | 63.20 |
| Loveless Wealth Management LLC | 23,303 | 54.71 | 27,138 | 63.20 |
| Truist Financial Corp | 19,668 | 54.71 | 26,303 | 63.19 |
| Toth Financial Advisory Corp | 19,470 | 54.70 | 31,408 | 63.20 |
| Institute for Wealth Management, LLC. | 18,287 | 54.74 | 17,994 | 63.19 |
| Wedbush Securities Inc | 5,402 | 54.79 | 7,300 | 63.15 |
| Stratos Wealth Partners, LTD. | 4,619 | 54.77 | 6,143 | 63.16 |
| Umb Bank N A/mo | 2,825 | 54.87 | 2,825 | 63.36 |
| Spire Wealth Management | 2,125 | 54.59 | 2,327 | 63.17 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|
| Name |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
|---|
| Name |
|---|